See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,638 | $86,286-62.2% | $111,297-70.7% | $85,850-62.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.42% | 19.99%-7.6pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,054 | $2,043+49.5% | $2,731+11.8% | $2,565+19.1% |
| Participant deferral / active EE | $2,017 | $3,641-44.6% | $4,487-55.0% | $3,952-48.9% |
| Admin fee / account holder | $4,027 | $8,188-50.8% | $7,964-49.4% | $6,260-35.7% |